Powerful Features for Complete Financial Control

Everything you need to track, plan, and optimize your financial future - all in one place, completely free.

Net Worth Tracking

Get a complete picture of your financial health with comprehensive net worth tracking. Monitor all your assets and liabilities in one centralized dashboard.

Key Features

  • Track unlimited accounts - checking, savings, investments, retirement, real estate, and more
  • Automatic balance updates via Plaid integration
  • Historical tracking with beautiful charts and visualizations
  • Track both assets and liabilities for true net worth calculation
  • Export your data anytime in CSV or JSON format

Retirement Planning

Plan for the retirement you've always dreamed of with our powerful retirement calculators and projection tools.

Planning Tools

  • Retirement calculator with customizable assumptions
  • Multiple scenario modeling to compare different strategies
  • Social Security benefit estimation
  • Tax-efficient withdrawal strategies
  • Monte Carlo simulations for probability analysis
  • Visual projections showing your financial trajectory

Budget Management

Take control of your spending with flexible budgeting tools that help you stay on track with your financial goals.

Budgeting Features

  • Create custom budget categories
  • Set monthly or annual spending limits
  • Track spending against budgets in real-time
  • Automatic transaction categorization
  • Spending trends and insights
  • Budget vs. actual reports

Secure Bank Integration

Connect your financial accounts securely with Plaid for automatic data synchronization. Your bank credentials are never shared with us.

Integration Benefits

  • Connect to thousands of financial institutions
  • Automatic balance and transaction updates
  • Bank-level 256-bit encryption
  • Read-only access - we never move money
  • Disconnect accounts anytime
  • Manual entry option always available

Real Estate Management

Track your real estate investments, mortgages, and rental income with specialized property management tools.

Property Features

  • Track multiple properties and their current values
  • Mortgage tracking with amortization schedules
  • Rental income and expense tracking
  • Property appreciation/depreciation over time
  • Equity calculation and visualization
  • Tax deduction tracking

Tax Planning Tools

Optimize your tax strategy with built-in calculators and planning tools to help you keep more of what you earn.

Tax Features

  • Current and future tax liability estimates
  • Tax bracket calculations
  • Roth conversion analysis
  • Capital gains tax planning
  • Tax-advantaged account optimization
  • Deduction tracking and maximization

Bank-Level Security

Your financial data is protected with the same security measures used by major financial institutions.

Security Measures

  • 256-bit SSL/TLS encryption for all data transmission
  • Encrypted data storage at rest
  • Passkey (FIDO2/WebAuthn) authentication support
  • Two-factor authentication (2FA) available
  • Regular security audits and updates
  • No data selling - your privacy is guaranteed

Ready to Take Control of Your Finances?

Join Notwerth today and start building your financial future.

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